Select Equity Group

Select Equity Group Portfolio holdings

AUM $23.5B
1-Year Est. Return 24.77%
This Quarter Est. Return
1 Year Est. Return
+24.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$20.3B
AUM Growth
+$3.08B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$250M
2
+$243M
3
+$237M
4
FIS icon
Fidelity National Information Services
FIS
+$204M
5
TENB icon
Tenable Holdings
TENB
+$172M

Top Sells

1
+$251M
2
+$180M
3
+$149M
4
INFO
IHS Markit Ltd. Common Shares
INFO
+$126M
5
TFX icon
Teleflex
TFX
+$90.5M

Sector Composition

1 Technology 36.34%
2 Consumer Discretionary 14.51%
3 Healthcare 12.42%
4 Industrials 10.26%
5 Financials 9.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$24.4M 0.12%
275,579
+7,320
77
$24.3M 0.12%
765,818
-228,859
78
$23.9M 0.12%
77,146
-15,721
79
$23.8M 0.12%
908,294
-764,220
80
$23.4M 0.12%
334,248
-1,263,896
81
$22.4M 0.11%
875,232
-1,704,997
82
$22.4M 0.11%
696,255
+22,626
83
$21.4M 0.11%
+442,163
84
$20.9M 0.1%
+187,034
85
$20.9M 0.1%
531,266
+81,719
86
$17.4M 0.09%
+481,433
87
$17.2M 0.08%
83,812
+81,065
88
$16.2M 0.08%
194,581
-120,515
89
$14.8M 0.07%
+324,059
90
$14.5M 0.07%
+104,605
91
$14.5M 0.07%
43,897
+742
92
$13.7M 0.07%
58,134
+4,131
93
$13.5M 0.07%
302,375
+26,060
94
$13.4M 0.07%
13,897
-20,985
95
$13M 0.06%
53,616
-44,522
96
$11.7M 0.06%
24,689
-154,251
97
$10.9M 0.05%
300,000
+50,000
98
$10.5M 0.05%
+791,265
99
$10.3M 0.05%
413,640
+303,519
100
$10.2M 0.05%
70,000
2 3
4
5 6